Field types

When building a report template, you can choose from the following field types. Each serves a different purpose, and the AI assistant knows how to fill every one from conversation.

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Short text

A single line of free text. Use this for names, reference numbers, short descriptions, and anything else that needs a brief, open-ended answer. Example uses: employee name, asset tag, job reference, site address.

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Long text

A multi-line text box for longer answers. Use this when the field worker might need to write several sentences, for example a summary of work carried out, or a description of damage found.

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Section header

A visual divider with a heading. Section headers do not collect data. They are purely for organising the form into labelled groups, making it easier to read and navigate. Example uses: “Device details”, “Condition assessment”, “Sign-off”.

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Checkbox

A yes/no tick box. Use this for binary questions where the answer is either true or false. Example uses: “Was PPE worn?”, “Has the area been made safe?”, “Customer signature obtained.”

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Combo box

A dropdown that lets the field worker choose one option from a predefined list. Use this when you want controlled, consistent answers rather than free text. Example uses: device condition (Good / Fair / Damaged), job outcome (Complete / Incomplete / Follow-up required). When setting up a combo box, define the list of options in the field editor.

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Radio group

Similar to a combo box, but the options are displayed as a visible list of radio buttons rather than a dropdown. Useful when there are only a few options and you want them all visible at once without opening a menu.

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RAG (Red / Amber / Green)

A colour-coded status rating. The field worker selects one of three colours — Red, Amber, or Green — to indicate condition or risk level at a glance. The AI assistant can set this from natural language: saying “driveability is amber” is enough to fill in the field. RAG values appear as a coloured badge in submitted reports and in any PDF export. Example uses: vehicle driveability, site safety status, equipment condition rating.

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Image upload

Allows the field worker to take a photo or choose one from their device gallery. The photo is attached to the specific field in the report. Example uses: photo of device condition, site photo, signature capture.

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PDF upload

Allows the field worker to attach a PDF document from their device storage. The file is uploaded directly to the report and available for download from the dashboard. Example uses: attaching a signed delivery note, uploading a completed paper form, sending a manual alongside the job record.

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Audio upload

Allows the field worker to attach an existing audio file from their device, or record a new voice note on the spot. The audio plays back directly in the dashboard report viewer — no download needed. Example uses: verbal condition description, spoken instruction, recorded observation where typing is impractical.

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Repeatable section

A group of fields that can be added multiple times, one set per item. Use this when the job involves inspecting or recording multiple instances of the same thing. Example uses: one set of fields per window inspected, per item collected, per defect found. The AI assistant adds a new row each time the field worker describes another item. Rows can also be added manually.

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Conditional section

A group of fields that only appears when a specific condition is met on another field. The condition is set when you create the section, for example “show these fields only if Device condition equals Damaged”. Data in a conditional section is preserved but hidden when the condition is false. Example uses: damage description fields that appear only when condition is “Damaged”, follow-up fields that appear only when job outcome is “Incomplete”. See Conditional sections for a full walkthrough of setting the trigger field, matching values, and inner fields.